Immersion Capital’s UnitedHealth UNH Stock Holding History

Immersion Capital’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.34M	Hold	12,340	–	–	3.82%	8
2025 Q4	$4.07M	Buy	12,340 +2,940	+31%	+$996K	5.89%	6
2025 Q3	$3.25M	Buy	+9,400	New	+$2.84M	3.34%	9

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Immersion Capital's UNH Position: Q1 2026 in Review

Immersion Capital held its UnitedHealth (UNH) position steady in Q1 2026 at 12,340 shares worth $3.34M. The position accounts for 3.82% of the portfolio, ranked #8.

Immersion Capital first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.07M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Immersion Capital held 12,340 shares of UnitedHealth worth $3.34M as of Q1 2026.
Immersion Capital left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 3.82% of Immersion Capital's portfolio in Q1 2026, its #8 holding.
Immersion Capital first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
Immersion Capital's UnitedHealth position peaked at $4.07M in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Immersion Capital's 13F filing for Q1 2026, filed 15 May 2026.